Difference between revisions of "Training 7: Management"

	Related Pages
	Training 1: Newton Interface Overview; Training 2: Setting Up Your Agency; Training 3: Entering Policy Information; Training 4: ACORD Forms; Training 5: Email, Diary, Activity, Client Notes & Memo Writer; Training 6: Accounting; Training 7: Management;
	Related Categories
	Training Guides;

Revision as of 19:38, 18 August 2014

@@ Line 40: / Line 40: @@
 [[:Category: Reports]]
-[[Report: Client Query Wizard]]
+:[[Report: Accounts Current]]
+:[[Report: Check Register]]
-[[Report: Invoice Register]]
+:[[Report: Client Query Wizard]]
+:[[Report: Daily Management Summary]]
-[[Report: Accounts Current]]
+:[[Report: Invoice Register]]
-[[Report: Daily Management Summary]]
 [[DataView Integration]]